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To be fair... Apple's their largest customer by about a factor of 5, makes up about a quarter of TSMC's revenue, and probably bought more than half of TSMC's 5
by totalZero 4y ago
To be fair...
Apple's their largest customer by about a factor of 5, makes up about a quarter of TSMC's revenue, and probably bought more than half of TSMC's 5nm wafer production last year.
- NineStarPoint 4y agoDefinitely Apple makes up a massive part of TSMC’s profit, and whoever replaced them would likely not be willing to pay as much for the privilege. The crazy thing though is that TSMC has a net profit margin of about 41% (and this isn’t a fluke, it hasn’t been below 30% in the last 10 years). Even if they lost Apple and left the foundries empty during their slots, they would still be profitable.
- bogomipz 4y agoIs there somewhere were I can see the breakdown of their largest customers? I would be curious to see the TSMC customers that trail Apple and by how much.